Loan Officer
7 days ago
Job title: Loan officer
Location : Kannur
Key Responsibilities:
- Handle client queries and process applications for:
- Education Loans (Domestic & International)
- Personal Loans, Home Loans, Business Loans
- Loan Against Property (LAP)
- Assess client profiles and financial documents to determine eligibility and risk.
- Coordinate end-to-end loan processing with banks, NBFCs, and financial partners.
- Offer guidance on General & Life Insurance products as per client requirements.
- Provide basic support on Investment & Wealth Management offerings.
- Maintain strong client relationships through transparent communication and follow-ups.
- Ensure all operations comply with internal policies and regulatory standards.
- Coordinate with banks, NBFCs, and other financial institutions for application processing and approvals.
- Provide guidance on insurance options general and life and support policy issuance.
- Offer investment and wealth management solutions based on client needs and risk profiles.
- Maintain accurate records of client interactions, loan applications, approvals, and disbursements.
- Ensure compliance with regulatory and internal risk policies throughout the process.
- Mandatory experience in banking or NBFC loan processing
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